How to Amend Customer Labour Rates

Amending a customer’s labour rates ensures accurate billing and personalised pricing in line with agreements or customer-specific requirements. This guide explains the steps to update labour rates within the system quickly and efficiently.

Steps to Amend Customer Labour Rates

1. Access the Customer Record:

   • Navigate to:
     Marketing > View Customer/Prospect.
   • Search for the customer by name or reg and double click to open their record.

2. Navigate to the Service Profile:

   • Once in the customer record, click on the Profiles tab.
   • Select Service Profiles from the available options.

3. Amend the Labour Rate:

   • Locate the labour rate field in the Service Profile section.
   • Update the labour rate as required to reflect the new agreement or adjustment.

4. Save Changes:

   • After making the necessary changes, click Save and Close to apply the updated labour rate to the customer’s record.

Key Considerations

• Customer-Specific Rates:

  • Ensure the labour rate aligns with any agreed pricing structures for the customer.

• Accuracy:

  • Double-check the new labour rate before saving to prevent billing discrepancies.

• System Updates:

  • Changes will automatically apply to future jobs and invoices for the customer.